MAM
WTPI

Milestone Asset Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Milestone Asset Management’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,574
Closed -$561K – 296
2026
Q1 		$561K Buy
+17,574
New +$583K 0.1% 162

Other funds holding WTPI

TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM